See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,592 | $50,958+30.7% | $74,550-10.7% | $64,186+3.7% |
| Participation rate | 91.4% | 61.1%+30.3pp | 69.1%+22.2pp | 69.6%+21.8pp |
| Annual return | 12.78% | -1.86%+14.6pp | 32.53%-19.8pp | 7.63%+5.1pp |
| Employer contribution / active EE | $638 | $1,115-42.8% | $1,961-67.4% | $2,381-73.2% |
| Participant deferral / active EE | $6,222 | $2,301+170.4% | $3,108+100.2% | $3,470+79.3% |
| Admin fee / account holder | $4,401 | $4,223+4.2% | $5,060-13.0% | $4,888-10.0% |